MSc, Cert CII, FPFS, Certs CII (MP & ER)
Chartered Financial Planner & Pension Transfer Specialist
Andrew is the Director, and launched Karrek Financial in 2004. He has worked in the Finance industry since 1981. He is highly qualified, achieving Chartered status in 2012 and became a Fellow of the Professional Finance Society in 2013. In addition, he holds a masters degree (MSc) in Financial Services and Business Management. Andrew is considered to be at the pinnacle of academic achievement within the Financial Services industry. His experience includes work as a Pension Transfer Specialist, which he performed for clients from all over the UK. Andrew uses his considerable knowledge as a Chartered Financial Planner to guide clients, enabling them to meet their financial goals and aspirations.
When not at the office or meeting new clients Andrew likes to spend his spare time travelling, playing golf or flying around the UK keeping up his skills as a private pilot.
B.A (Hons) APFS
Chartered Financial Planner
Richard worked for a number of insurance companies before joining Karrek in 2001. He recently gained chartered status (2016) and his areas of expertise include Investment Planning, Retirement and Pension Planning and Life Assurance. When not working Richard likes going to the gym and spending time with his family.
MAAT, Cert CII (MP)
Technical Support Consultant
Dan has been with Karrek since 2002. He specialises in technical research/analysis, report writing, cash flow modelling and compliance issues. He works closely with Andrew and Richard on all pension and investment related matters. When not working Dan loves playing golf and spending time with his family.